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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,335 | $77,638+182.5% | $156,551+40.1% | $62,881+248.8% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 7.81% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $11,499 | $3,444+233.9% | $5,501+109.0% | $2,281+404.2% |
| Participant deferral / active EE | $7,534 | $3,046+147.4% | $4,871+54.7% | $3,203+135.2% |
| Admin fee / account holder | $26,802 | $5,561+381.9% | $13,028+105.7% | $4,296+523.9% |